8/1/2025 | Envestnet Asset Management Inc. | 524,012 | $14.20M | 0.0% | -5.6% | 1.927% | |
7/31/2025 | Wealthfront Advisers LLC | 97,902 | $2.65M | 0.0% | +88.4% | 0.360% | |
7/31/2025 | VestGen Investment Management | 74,359 | $2.02M | 1.4% | -21.6% | 0.273% | |
7/30/2025 | Crewe Advisors LLC | 4,015 | $109K | 0.0% | N/A | 0.015% | |
7/22/2025 | Red Tortoise LLC | 47,079 | $1.28M | 0.6% | +1.6% | 0.174% | |
7/15/2025 | Mather Group LLC. | 60,938 | $1.65M | 0.0% | -10.9% | 0.226% | |
7/15/2025 | RVW Wealth LLC | 15,318 | $415K | 0.0% | +3.2% | 0.057% | |
7/15/2025 | Charter Capital Management LLC DE | 11,405 | $309K | 0.2% | N/A | 0.042% | |
7/11/2025 | UMB Bank n.a. | 165,668 | $4.49M | 0.1% | -14.2% | 0.618% | |
7/11/2025 | Essex Savings Bank | 16,006 | $434K | 0.1% | +12.2% | 0.060% | |
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7/10/2025 | Fortress Wealth Management Inc. | 31,457 | $853K | 0.4% | +8.9% | 0.117% | |
5/19/2025 | Jane Street Group LLC | 9,841 | $245K | 0.0% | -96.7% | 0.037% | |
5/15/2025 | EP Wealth Advisors LLC | 13,169 | $328K | 0.0% | -65.2% | 0.050% | |
5/15/2025 | Royal Bank of Canada | 1,924,461 | $47.98M | 0.0% | +2.4% | 7.317% | |
5/15/2025 | MAI Capital Management | 2,563 | $64K | 0.0% | +412.6% | 0.010% | |
5/15/2025 | Baird Financial Group Inc. | 53,235 | $1.33M | 0.0% | +13.3% | 0.202% | |
5/14/2025 | Comerica Bank | 17,695 | $441K | 0.0% | +7.9% | 0.067% | |
5/14/2025 | SVB Wealth LLC | 6,000 | $150K | 0.0% | N/A | 0.023% | |
5/14/2025 | Flow Traders U.S. LLC | 37,329 | $931K | 0.0% | N/A | 0.142% | |
5/13/2025 | Northern Trust Corp | 12,988,627 | $323.81M | 0.0% | +5.5% | 49.386% | |
5/13/2025 | HighTower Advisors LLC | 93,403 | $2.33M | 0.0% | +1.5% | 0.355% | |
5/9/2025 | Wealthspire Advisors LLC | 339,142 | $8.46M | 0.1% | +10.7% | 1.290% | |
5/8/2025 | RVW Wealth LLC | 14,849 | $370K | 0.0% | -23.8% | 0.056% | |
5/7/2025 | LPL Financial LLC | 105,078 | $2.62M | 0.0% | +63.6% | 0.400% | |
5/6/2025 | Cetera Investment Advisers | 13,810 | $344K | 0.0% | +18.4% | 0.053% | |
5/2/2025 | Wealthfront Advisers LLC | 51,956 | $1.30M | 0.0% | -1.9% | 0.204% | |
5/2/2025 | Fortress Wealth Management Inc. | 28,887 | $720K | 0.4% | N/A | 0.113% | |
4/30/2025 | Allworth Financial LP | 139,331 | $3.54M | 0.0% | -4.2% | 0.546% | |
4/29/2025 | Envestnet Asset Management Inc. | 555,032 | $13.84M | 0.0% | +9.5% | 2.177% | |
4/29/2025 | Bank of New York Mellon Corp | 400,359 | $9.98M | 0.0% | +21.2% | 1.570% | |
4/28/2025 | Keybank National Association OH | 2,229,133 | $55.57M | 0.2% | +2.6% | 8.742% | |
4/25/2025 | Mather Group LLC. | 68,405 | $1.71M | 0.0% | -8.2% | 0.268% | |
4/23/2025 | Bessemer Group Inc. | 4,775 | $119K | 0.0% | -16.7% | 0.019% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 14,553 | $363K | 0.2% | -44.3% | 0.057% | |
4/17/2025 | NBT Bank N A NY | 12,745 | $318K | 0.0% | -7.5% | 0.050% | |
4/14/2025 | UMB Bank n.a. | 193,092 | $4.81M | 0.1% | -6.7% | 0.757% | |
4/9/2025 | NBC Securities Inc. | 2,925 | $72K | 0.0% | +146,150.0% | 0.012% | |
2/17/2025 | Royal Bank of Canada | 1,879,954 | $43.75M | 0.0% | +6.4% | 8.103% | |
2/17/2025 | EP Wealth Advisors LLC | 37,856 | $881K | 0.0% | N/A | 0.163% | |
2/17/2025 | Cetera Investment Advisers | 11,668 | $272K | 0.0% | -16.2% | 0.050% | |
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2/17/2025 | Baird Financial Group Inc. | 46,978 | $1.09M | 0.0% | -4.6% | 0.202% | |
2/17/2025 | Bank of America Corp DE | 49,291 | $1.15M | 0.0% | -2.3% | 0.212% | |
2/17/2025 | Ameriprise Financial Inc. | 13,031 | $303K | 0.0% | -24.4% | 0.056% | |
2/14/2025 | Jane Street Group LLC | 296,481 | $6.90M | 0.0% | +567.6% | 1.278% | |
2/14/2025 | Northern Trust Corp | 12,315,182 | $286.57M | 0.0% | -0.3% | 53.083% | |
2/14/2025 | Susquehanna International Group LLP | 64,212 | $1.49M | 0.0% | N/A | 0.277% | |
2/14/2025 | MML Investors Services LLC | 73,062 | $1.70M | 0.0% | +13.1% | 0.315% | |
2/13/2025 | MSH Capital Advisors LLC | 30,772 | $716K | 0.2% | N/A | 0.133% | |
2/13/2025 | NewEdge Advisors LLC | 3,846 | $89K | 0.0% | +46.3% | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 64,774 | $1.51M | 0.0% | N/A | 0.279% | |
2/13/2025 | Envestnet Asset Management Inc. | 506,719 | $11.79M | 0.0% | +5.8% | 2.184% | |
2/13/2025 | Wells Fargo & Company MN | 14,773 | $344K | 0.0% | +11.4% | 0.064% | |
2/12/2025 | JPMorgan Chase & Co. | 12,978 | $302K | 0.0% | +26.9% | 0.056% | |
2/11/2025 | LPL Financial LLC | 64,242 | $1.50M | 0.0% | +0.7% | 0.277% | |
2/11/2025 | Absolute Capital Management LLC | 9,137 | $212K | 0.1% | N/A | 0.039% | |
2/10/2025 | Commonwealth Equity Services LLC | 25,264 | $588K | 0.0% | -23.4% | 0.109% | |
2/6/2025 | Raymond James Financial Inc. | 64,774 | $1.51M | 0.0% | N/A | 0.279% | |
2/6/2025 | Keybank National Association OH | 2,173,082 | $50.57M | 0.2% | +0.4% | 9.367% | |
2/6/2025 | Jones Financial Companies Lllp | 37,574 | $874K | 0.0% | +82.6% | 0.162% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 26,149 | $608K | 0.3% | N/A | 0.113% | |
2/4/2025 | Bank of New York Mellon Corp | 330,376 | $7.69M | 0.0% | +45.2% | 1.424% | |
2/4/2025 | Wealthspire Advisors LLC | 306,430 | $7.13M | 0.1% | +3.7% | 1.321% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 7,220 | $168K | 0.0% | -56.6% | 0.031% | |
1/31/2025 | D.A. Davidson & CO. | 12,325 | $287K | 0.0% | N/A | 0.053% | |
1/30/2025 | Allworth Financial LP | 145,366 | $3.47M | 0.0% | -1.4% | 0.627% | |
1/27/2025 | Mather Group LLC. | 74,487 | $1.73M | 0.0% | -2.5% | 0.321% | |
1/24/2025 | Red Tortoise LLC | 46,132 | $1.07M | 0.6% | +4.0% | 0.199% | |
1/23/2025 | RVW Wealth LLC | 19,485 | $453K | 0.0% | -2.2% | 0.084% | |
1/16/2025 | UMB Bank n.a. | 206,883 | $4.81M | 0.1% | +0.9% | 0.892% | |
1/14/2025 | Essex Savings Bank | 14,263 | $332K | 0.1% | +14.9% | 0.061% | |
12/26/2024 | JPMorgan Chase & Co. | 10,226 | $269K | 0.0% | -8.4% | 0.044% | |
11/15/2024 | Valued Retirements Inc. | 14,996 | $394K | 0.5% | N/A | 0.065% | |
11/15/2024 | MML Investors Services LLC | 64,612 | $1.70M | 0.0% | +14.1% | 0.279% | |
11/15/2024 | Jane Street Group LLC | 44,410 | $1.17M | 0.0% | N/A | 0.191% | |
11/13/2024 | Townsquare Capital LLC | 8,854 | $233K | 0.0% | -58.5% | 0.038% | |
11/1/2024 | Essex Savings Bank | 12,416 | $326K | 0.1% | N/A | 0.054% | |
10/30/2024 | Hanlon Investment Management Inc. | 85,120 | $2.24M | 0.6% | -5.6% | 0.367% | |
10/28/2024 | US Bancorp DE | 1,272 | $33K | 0.0% | +173.0% | 0.005% | |
10/22/2024 | International Assets Investment Management LLC | 141,341 | $3.72M | 0.0% | +44,913.1% | 0.609% | |
10/11/2024 | Creative Planning | 179,599 | $4.72M | 0.0% | -2.9% | 0.774% | |
10/9/2024 | UMB Bank n.a. | 204,977 | $5.39M | 0.1% | -1.1% | 0.884% | |
10/8/2024 | Mather Group LLC. | 76,367 | $2.01M | 0.0% | -25.7% | 0.329% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,439 | $61K | 0.0% | +19.6% | 0.011% | |
8/16/2024 | Creative Planning | 184,957 | $4.60M | 0.0% | -4.8% | 0.797% | |
8/8/2024 | Envestnet Asset Management Inc. | 449,521 | $11.18M | 0.0% | +3.1% | 1.938% | |
8/8/2024 | Wealthspire Advisors LLC | 295,576 | $7.35M | 0.1% | +1.6% | 1.274% | |
8/8/2024 | Idaho Trust Bank | 9,912 | $246K | 0.1% | N/A | 0.043% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,210 | $55K | 0.0% | N/A | 0.010% | |
8/1/2024 | Natixis Advisors LLC | 15,839 | $394K | 0.0% | N/A | 0.068% | |
7/31/2024 | Commonwealth Equity Services LLC | 27,903 | $694K | 0.0% | +15.5% | 0.120% | |
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7/31/2024 | NBT Bank N A NY | 13,610 | $338K | 0.0% | -16.5% | 0.059% | |
7/26/2024 | Bank of New York Mellon Corp | 170,327 | $4.24M | 0.0% | +70.5% | 0.734% | |
7/12/2024 | Country Trust Bank | 993 | $25K | 0.0% | N/A | 0.004% | |
7/9/2024 | Mather Group LLC. | 102,835 | $2.48M | 0.0% | +7.8% | 0.443% | |
7/8/2024 | RVW Wealth LLC | 22,463 | $559K | 0.1% | -52.3% | 0.097% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,679 | $42K | 0.0% | N/A | 0.007% | |
5/17/2024 | Comerica Bank | 34,791 | $838K | 0.0% | -9.4% | 0.150% | |
5/16/2024 | Jane Street Group LLC | 198,532 | $4.79M | 0.0% | -38.5% | 0.856% | |
5/7/2024 | Wealthspire Advisors LLC | 290,932 | $7.01M | 0.1% | -1.9% | 1.254% | |
5/2/2024 | Hanlon Investment Management Inc. | 90,268 | $2.18M | 0.7% | +13.5% | 0.389% | |